Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376B
AUM Growth
+$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,006
New
Increased
Reduced
Closed

Top Buys

1
+$2.32B
2
+$1.24B
3
+$1.04B
4
UBER icon
Uber
UBER
+$960M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$931M

Top Sells

1
+$655M
2
+$652M
3
+$462M
4
NFLX icon
Netflix
NFLX
+$424M
5
IAC icon
IAC Inc
IAC
+$419M

Sector Composition

1 Technology 14.25%
2 Healthcare 9.45%
3 Financials 9.23%
4 Consumer Discretionary 7.66%
5 Communication Services 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5226
$89K ﹤0.01%
17,048
-1,821
5227
$89K ﹤0.01%
37,360
+376
5228
$89K ﹤0.01%
3,205
+190
5229
$88K ﹤0.01%
4,581
-144
5230
$88K ﹤0.01%
2,728
-42,620
5231
$88K ﹤0.01%
13,827
-73,547
5232
$88K ﹤0.01%
3,984
-9,485
5233
$88K ﹤0.01%
4,535
-5,581
5234
$88K ﹤0.01%
2,431
5235
$88K ﹤0.01%
10,689
-89,622
5236
$87K ﹤0.01%
2,303
+225
5237
$87K ﹤0.01%
16,994
+14,889
5238
$87K ﹤0.01%
8,478
+4,801
5239
$86K ﹤0.01%
5,572
-2,731
5240
$86K ﹤0.01%
13,227
-700
5241
$86K ﹤0.01%
+1,285
5242
$86K ﹤0.01%
16,103
+5,210
5243
$86K ﹤0.01%
13,275
-125
5244
$86K ﹤0.01%
9,489
-14,182
5245
$86K ﹤0.01%
17,491
+4,332
5246
$85K ﹤0.01%
2,027
-7
5247
$85K ﹤0.01%
10,146
-6,491
5248
$85K ﹤0.01%
3,868
-3,915
5249
$84K ﹤0.01%
277
-2
5250
$84K ﹤0.01%
3,628
+136
208 209
210
211 212